Description

The System Date Picker sits in the top right of the screen. Like the Location Picker, it controls the context for the system.

This screenshot displays how to pick a different date to use as the systems date context:

You can also click on the Month and Date (e.g. December2020) to adjust the year more quickly:

Click on the System Date Picker to open the System Date Selector Window.

Then select the Date to set as the new context.

System Effects

Table and List Data

The System Date Picker will limit the data shown by setting the context of reports to use this date. For Example, if you select 12/21/2020 as the date for the Trial Balance report with a 3 month view in place, the report will use October, November, and December 2020 as the column headers in the table:

If you change the date to 11/02/2020, the balance columns will now be September, October, and November 2020:

*Note: This is particularly impactful for the AP and AR Aging reports, as the aging will be as of the date in the System Date Picker.

Document Creation

Clicking the +New to create any new documents in your user interface will use the data in the System Date Picker as the default date: